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ASIC said it wants responsible entities to have minimum risk management practices and procedures in place, that are of an international standard. ...

Policy & Regulation • 22 July 2016

Pharos Financial Group’s Proactive Portfolios has launched five new managed fund models separately managed account options through the WealthPortal website to simplify ad...

Financial planning • 22 July 2016

LIM Advisors has issued a second open letter about the AMP Capital China Growth Fund, urging unitholders to vote for the wind-up of the fund at the extraordinary general ...

Funds management • 22 July 2016

Customer satisfaction with the big four banks has declined in five out of the last six months and is now 1.9 percentage points below last July....

Funds management • 22 July 2016

The Federal Opposition has called on the Government to re-enter discussions to develop a bipartisan approach to the objective of superannuation....

Policy & Regulation • 22 July 2016

Students and graduates saw investment banking as being more glamorous than financial planning, according to the Financial Planning Association....

Financial planning • 22 July 2016

Do you have clients who hold debentures issued by Angas Securities? If so, I'd like to hear from you. Please write to [email protected]...

Knowledge Centre • 22 July 2016

The Federal Government will give priority to reintroducing the LIF legislation with some room for negotiation around the accompanying regulatory environment....

Policy & Regulation • 22 July 2016

LIC Australian Foundation Investment Company has reported a drop in profits from 2015 to 2016, but its return outperformed the index over 10 years. ...

Funds management • 25 July 2016

Listed fund manager, WAM Capital Limited, reported their profits soared 85.7 per cent to their all-time high of $132.3 million for 30 June 2016. ...

Funds management • 25 July 2016

UBS’ microcap fund has been added to Macquarie’s wrap, which would give investors access to an actively managed diversified portfolio of companies that were not dependen...

Funds management • 25 July 2016

Australians would now be able to invest in the EURO STOXX 50 for the first time, thanks to ANZ’s new ETF, ESTX. ...

Funds management • 25 July 2016

Investors and fund managers need to reassess portfolios benchmarks, amid the low yields, according to QIC. ...

Funds management • 25 July 2016

Absolute return strategies were named as the next major investor trend by Henderson’s head of alternative Australian equities. ...

Funds management • 25 July 2016

Researchers from the University of Adelaide have discovered that stock market behaviour can be predicted and mathematically described in the same way as the lifetime of a...

Funds management • 25 July 2016

A firm has launched a series of packages for accountants who wanted technical training, compliance documents, and templates for their limited AFSLs. ...

Policy & Regulation • 25 July 2016

Big insurer TAL has launched a major television brand awareness campaign in an effort to restore trust in the life insurance industry....

Life/Risk • 25 July 2016

AMP Life lost its appeal against an earlier decision of the NSW Supreme Court which saw it excluded from voting the units it held in the AGF at the EGM....

Funds management • 25 July 2016

SME owners would be the more likely victims of the Government’s Budget super changes, according to accountancy consultant, Grant Field....

Superannuation • 25 July 2016

The Federal Opposition has named a former ACT chief minister and social worker, Katy Gallagher, as the shadow minister for Financial Services and Small Business....

Policy & Regulation • 25 July 2016
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 4 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 days 7 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks ago
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